Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,179 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,342
shares
|
$850,661
0.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,342
shares
|
$850,661
0.25% of portfolio
|
Q4 2022
Reduced 1.22%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
2,337
shares
|
$848,845
0.3% of portfolio
|
Q4 2024
Added 26.74%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
2,332
shares
|
$847,029
0.05% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
2,330
shares
|
$846,302
0.29% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
2,329
shares
|
$845,939
0.01% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,326
shares
|
$844,849
0.05% of portfolio
|
Q3 2024
Reduced 97.46%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
2,321
shares
|
$843,033
0.77% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
2,321
shares
|
$843,033
0.53% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,318
shares
|
$841,943
0.78% of portfolio
|
Q2 2024
Added 9.44%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
2,318
shares
|
$841,943
0.47% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
2,314
shares
|
$840,491
0.42% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
2,311
shares
|
$839,401
0.54% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,310
shares
|
$839,038
0.33% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,305
shares
|
$837,222
0.22% of portfolio
|
Q3 2024
Reduced 27.4%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
2,305
shares
|
$837,222
0.13% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,298
shares
|
$834,679
0.32% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,292
shares
|
$832,500
0.27% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$830,320
0.06% of portfolio
|
Q3 2024
Reduced 49.59%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,280
shares
|
$828,141
0.31% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
2,278
shares
|
$827,415
0.4% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
2,278
shares
|
$827,415
0.08% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,276
shares
|
$826,688
0.36% of portfolio
|
Q4 2023
Added 17.5%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
2,274
shares
|
$825,962
0.29% of portfolio
|
Q4 2024
Added 60.37%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
2,270
shares
|
$824,509
0.14% of portfolio
|
Q4 2024
Reduced 12.12%
|